Best Practice

Best Practice | 18 Mar 20

What does coronavirus mean for adviser exam schedule?

CII, CISI and CFA Institute all have dates penned in the diary

Best Practice | 9 Mar 20

Can post-nups help with financial planning?

Better late than never, married couples are jumping on the pre-nup bangwagon

Best Practice | 6 Mar 20

LV and Openwork join 19 firms in support of women

Firms and individuals must consider immediate and long-term implications of flexible working

Technology is not a one-and-done solution for advisers

Best Practice | 6 Mar 20

Technology is not a one-and-done solution for advisers

And spending millions on due diligence in terms of time and resources is ‘frankly ridiculous’

Best Practice | 4 Mar 20

Quilter commits to fast track financial adviser course

Firm expects next cohort to start in April